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LAFFER TENGLER INVESTMENTS, INC.

Q3 2023 · 13F-HR

LAFFER TENGLER INVESTMENTS, INC.holdings as filed

Filed 2023-11-14 · accession 0000909012-23-000118

$340.1M
Reported value
322
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$10.8M3.18%34,220CommonSOLE
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437076102HDHOME DEPOT INC$7.9M2.31%25,993CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.4M2.17%47,471CommonSOLE
580135101MCDMCDONALDS CORP$6.7M1.97%25,450CommonSOLE
037833100AAPLAPPLE INC$6.6M1.95%38,661CommonSOLE
00287Y109ABBVABBVIE INC$6.5M1.91%43,627CommonSOLE
68389X105ORCLORACLE CORP$6.3M1.85%59,373CommonSOLE
858119100STLDSTEEL DYNAMICS INC$6.3M1.85%58,552CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$6.1M1.81%9,804CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$6.1M1.80%42,282CommonSOLE
931142103WMTWAL-MART INC$5.8M1.72%36,534CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$5.7M1.67%35,628CommonSOLE
26875P101EOGEOG RESOURCES INC$5.4M1.59%42,670CommonSOLE
74460D109PSAPUBLIC STORAGE INC$5.3M1.56%20,170CommonSOLE
723787AP2PXD 0.25 05/15/25PIONEER NAT RES CO$5.3M1.55%2,148CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$5.2M1.54%16,186CommonSOLE
682189AP0ON SEMICONDUCTOR CORP$5.0M1.47%1,115CommonSOLE
G5960L103MDTMEDTRONIC PLC$4.8M1.40%60,795CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$4.7M1.38%84,801CommonSOLE
713448108PEPPEPSICO INC$4.6M1.36%27,296CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$4.6M1.35%19,988CommonSOLE
855244109SBUXSTARBUCKS CORP$4.6M1.35%50,318CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$4.6M1.35%22,943CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$4.4M1.31%82,694CommonSOLE
060505682BAC 7.25 PERP LBANK OF AMERICA CORP$4.3M1.27%3,879CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP INC$4.3M1.26%34,810CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO PERP CONV PFD A$4.1M1.21%3,671CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC SER A MAND CNV$4.1M1.20%74,070CommonSOLE
04010LAW3ARCC 4.625 03/01/24ARES CAPITAL CORP$3.9M1.14%3,788CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$3.7M1.10%23,899CommonSOLE
46434V860TFLOISHARES TREASURY FLOATING RATE BOND ETF$3.7M1.09%73,026CommonSOLE
023135106AMZNAMAZON.COM INC$3.4M1.01%27,135CommonSOLE
291011104EMREMERSON ELECTRIC CO$3.4M1.01%35,592CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.4M0.99%22,637CommonSOLE
H1467J104CBCHUBB LIMITED$3.3M0.97%15,865CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.3M0.96%22,431CommonSOLE
09257WAE0BXMT 5.5 03/15/27BLACKSTONE MORTGAGE TRUST INC$3.2M0.93%3,545CommonSOLE
74348TAT9PSEC 6.375 03/01/25PROSPECT CAP CORP$3.2M0.93%3,156CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO DEL$3.2M0.93%3,209CommonSOLE
65473P121NISOURCE INC UNIT 12/01/23$3.1M0.93%32,296CommonSOLE
75513E101RTXRTX CORPORATION COM$3.1M0.91%43,232CommonSOLE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$3.1M0.90%3,033CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.0M0.89%17,377CommonSOLE
629377CG5NRG 2.75 06/01/48NRG ENERGY INC$3.0M0.88%2,761CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.8M0.84%12,141CommonSOLE
958102AP0WESTERN DIGITAL CORP.$2.8M0.83%2,870CommonSOLE
81762P102NOWSERVICENOW INC$2.8M0.81%4,938CommonSOLE
653656AB4NICEIT 0 09/15/25NICE LTD$2.7M0.81%3,039CommonSOLE
848637AD6SPLK 1.125 09/15/25SPLUNK INC$2.7M0.79%2,503CommonSOLE
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$2.7M0.79%1,593CommonSOLE
902252AB1TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST$2.6M0.76%2,678CommonSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$2.5M0.74%2,388CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$2.5M0.73%2,388CommonSOLE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$2.4M0.71%2,564CommonSOLE
29355AAH0ENPH 0 03/01/26ENPHASE ENERGY INC$2.3M0.67%2,597CommonSOLE
852234AF0XYZ 0.125 03/01/25BLOCK INC$2.2M0.66%2,414CommonSOLE
90187BAB7TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORP$2.1M0.63%2,250CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$2.1M0.62%3,735CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2.1M0.61%13,318CommonSOLE
438516106HONHONEYWELL INTL INC$2.0M0.60%11,065CommonSOLE
40637HAD1HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC$2.0M0.60%2,399CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.0M0.60%1,109CommonSOLE
902681113UGI 7.25 06/01/24UGI CORP UNIT 06/01/24$2.0M0.58%34,976CommonSOLE
70202LAB8PSN 0.25 08/15/25PARSONS CORP DEL$2.0M0.58%1,552CommonSOLE
472145AD3JAZZ 1.5 08/15/24JAZZ INVESTMENTS I LTD$1.9M0.57%2,004CommonSOLE
595017AU8MCHP 0.125 11/15/24MICROCHIP TECHNOLOGY INC.$1.9M0.57%1,838CommonSOLE
92189F486FLTRVANECK ETF TR$1.8M0.54%72,484CommonSOLE
46090A879VRIGINVESCO ACTIVELY MANAGED ETF VAR RATE INVT$1.8M0.54%73,423CommonSOLE
00130H204AES 6.875 02/15/24AES CORP 02/15/24$1.8M0.54%29,854CommonSOLE
02079K305GOOGLALPHABET INC CAP STOCK CL A$1.6M0.48%12,464CommonSOLE
09709UV70BAC 0.6 05/25/27 MTNBOFA FIN LLC$1.6M0.47%1,500CommonSOLE
88160R101TSLATESLA INC$1.6M0.47%6,426CommonSOLE
974637AB6WGO 1.5 04/01/25WINNEBAGO INDS INC$1.6M0.46%1,372CommonSOLE
46982L108JJACOBS SOLUTIONS INC$1.6M0.46%11,391CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$1.5M0.46%3,039CommonSOLE
29444U700EQIXEQUINIX INC$1.5M0.45%2,121CommonSOLE
98419M100XYLXYLEM INC$1.5M0.44%16,357CommonSOLE
00170F209AMG CAPITAL TR II 5.15 CONV PFD$1.3M0.39%27,732CommonSOLE
46434V407SHYGISHARES TR 0-5YR HI YL CP$1.3M0.37%30,468CommonSOLE
550021109LULULULULEMON$1.2M0.36%3,174CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$1.2M0.34%7,563CommonSOLE
79466L302CRMSALESFORCE.COM INC$1.1M0.33%5,610CommonSOLE
20030N101CMCSACOMCAST CORP CL A$1.0M0.30%23,117CommonSOLE
92826C839VVISA INC CL A$1.0M0.30%4,397CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$988,8770.29%21,502CommonSOLE
30212PBE4EXPE 0 02/15/26EXPEDIA GROUP INC$972,7170.29%1,116CommonSOLE
697435AF2PANW 0.375 06/01/25PALO ALTO NETWORKS INC$943,8120.28%400CommonSOLE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$943,0720.28%1,116CommonSOLE
464288646IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND$893,2030.26%17,925CommonSOLE
46434V100SLQDISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND$891,7470.26%18,580CommonSOLE
08265TAB5BSY 0.125 01/15/26BENTLEY SYS INC$833,5390.25%858CommonSOLE
46641Q332JEPIJPMORGAN EQUITY PREMIUM INCOME ETF$791,4030.23%14,776CommonSOLE
464287309IVWISHARES S&P 500 GROWTH ETF$679,8900.20%9,937CommonSOLE
67066G104NVDANVIDIA CORPORATION$660,3150.19%1,518CommonSOLE
78462F103SPYSPDR S&P 500 ETF$618,9910.18%1,448CommonSOLE
863667101SYKSTRYKER CORPORATION$599,2810.18%2,193CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$586,6600.17%7,792CommonSOLE
031162100AMGNAMGEN INC$510,5610.15%1,900CommonSOLE
46138W107FXYINVESCO CURRENCYSHARES JAPANES JAPANESE YEN$482,0350.14%7,751CommonSOLE
91288X109UNLUNITED STS 12 MONTH NAT GAS FD UNIT BEN INT$481,5080.14%44,253CommonSOLE
00326A104SGOLABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS$470,5360.14%26,599CommonSOLE
46431W507NEARBLACKROCK SHORT MATURITY BOND ETF$469,5650.14%9,412CommonSOLE
02079K107GOOGALPHABET INC CAP STOCK CL C$456,2010.13%3,460CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG$418,5500.12%12,554CommonSOLE
G54950103LINLINDE PLC$403,6270.12%1,084CommonSOLE
78464A631XARSPDR S&P AEROSPACE & DEFENSE ETF$400,9820.12%3,577CommonSOLE
74347G804OILKPROSHARES TR K1 FRE CRD OIL$397,9310.12%7,997CommonSOLE
88166A102CORNTEUCRIUM COMMODITY TR CORN FD SHS$393,5190.12%17,871CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC CL B$390,7620.11%10,479CommonSOLE
500767678KRBNKRANESHARES TR GLOBAL CARB STRA$367,3340.11%10,167CommonSOLE
370334104GISGENERAL MILLS INC$361,7990.11%5,654CommonSOLE
74762E102QUREQUANTA SERVICES$357,8650.11%1,913CommonSOLE
30231G102XOMEXXON MOBILE CORP$349,9180.10%2,976CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$347,2450.10%12,116CommonSOLE
336433107FSLRFIRST SOLAR INC$345,1560.10%2,136CommonSOLE
92556H305PARA 5.75 04/01/24 APARAMOUNT GLOBAL 5.75 percent CONV PFD A$340,4860.10%19,230CommonSOLE
20825C104COPCONOCOPHILLIPS$333,8830.10%2,787CommonSOLE
878742204TECKTECK RESOURCES LTD CL B$327,3120.10%7,596CommonSOLE
65341B106XIFRNEXTERA ENERGY PARTNERS LP UNIT PART IN$324,4730.10%10,925CommonSOLE
87282M107PGMSXT ROWE PRICE GLOBAL MULTI-SECT CL I$310,3330.09%32,840CommonSOLE
87612E106TGTTARGET CORP$265,2570.08%2,399CommonSOLE
003262102PALLABERDEEN STANDARD PHYSICAL PALLADIUM SHARES ETF$261,1170.08%2,269CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$248,5290.07%3,495CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$247,0530.07%490CommonSOLE
149123101CATCATERPILLAR INC$240,5130.07%881CommonSOLE
012653101ALBALBEMARLE CORP$229,3840.07%1,349CommonSOLE
191216100KOCOCA-COLA CO$224,9840.07%4,019CommonSOLE
458140100INTCINTEL CORP$221,8680.07%6,241CommonSOLE
808513105SCHWCHARLES SCHWAB CORP$220,9730.06%4,025CommonSOLE
59156R108METMETLIFE INC$218,9270.06%3,480CommonSOLE
743315103PGRPROGRESSIVE CORP$212,8500.06%1,528CommonSOLE
254687106DISDISNEY WALT CO$212,7560.06%2,625CommonSOLE
697900108PAASPAN AMERICAN SILVER CORP$207,5710.06%14,335CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$206,8810.06%2,981CommonSOLE
002824100ABTABBOTT LABORATORIES$201,4480.06%2,080CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$200,6510.06%1,401CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$198,8170.06%4,903CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$198,7480.06%1,217CommonSOLE
925652109VICIVICI PROPERTIES INC$194,4460.06%6,682CommonSOLE
38748T103PLTMGRANITESHARES PLATINUM TR SHS BEN INT$186,4180.05%21,148CommonSOLE
922908736VUGVANGUARD GROWTH ETF$182,7200.05%671CommonSOLE
293792107EPDENTERPRISE PRODUCTS PARTNERS$180,6420.05%6,600CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC NEW$180,6350.05%618CommonSOLE
717081103PFEPFIZER INC$179,9800.05%5,426CommonSOLE
576323109MTZMASTEC INC COM$177,4780.05%2,466CommonSOLE
88579Y101MMM3M CO$174,1330.05%1,860CommonSOLE
78409V104SPGIS&P GLOBAL INC$168,8190.05%462CommonSOLE
842587107SOSOUTHERN COMPANY$168,2720.05%2,600CommonSOLE
29355A107ENPHENPHASE ENERGY INC$167,6090.05%1,395CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$158,6760.05%388CommonSOLE
464286707EWQISHARES MSCI FRANCE ETF$158,2690.05%4,447CommonSOLE
G16962105BGUSDBUNGE LIMITED$153,6070.05%1,419CommonSOLE
316175207FMPXXFIDELITY INST CASH PORTFOLIOS MMKT CL I$151,4420.04%151,442CommonSOLE
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075887109BDXBECTON DICKINSON & CO$140,3820.04%543CommonSOLE
097023105BABOEING CO$138,2010.04%721CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS LP$136,7100.04%4,650CommonSOLE
464286772EWYISHARES INC MSCI SOUTH KOREA INDX FD$135,2080.04%2,294CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$134,7000.04%1,786CommonSOLE
459200101IBMINTL BUSINESS MACHINES$132,3030.04%943CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$131,8010.04%1,767CommonSOLE
46429B598INDAISHARES MSCI INDIA INDEX ETF$129,1220.04%2,920CommonSOLE
464286103EWAISHARES MSCI AUSTRALIA INDEX$128,6940.04%5,983CommonSOLE
464286509EWCISHARES MSCI CANADA ETF$128,2520.04%3,833CommonSOLE
060505104BACBANK OF AMERICA CORP$127,3170.04%4,650CommonSOLE
579780206MKCMCCORMICK & CO INC NON VTG$126,4700.04%1,672CommonSOLE
65339F101NEENEXTERA ENERGY INC$126,0380.04%2,200CommonSOLE
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58933Y105MRKMERCK & CO INC$102,9500.03%1,000CommonSOLE
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74251V102PFGPRINCIPAL FINANCIAL GROUP INC$100,3210.03%1,392CommonSOLE
126650100CVSCVS HEALTH CORP$100,0520.03%1,433CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$95,5680.03%1,473CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL IN FNF GROUP$94,1640.03%2,280CommonSOLE
682680103OKEONEOK INC$88,8020.03%1,400CommonSOLE
14040H105COFCAPITAL ONE FINL CORP COM$86,5690.03%892CommonSOLE
316773100FITBFIFTH THIRD BANCORP COM$84,2220.02%3,325CommonSOLE
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573874104MRVLMARVELL TECHNOLOGY INC$75,7820.02%1,400CommonSOLE
263534307DU PONT E I DE NEMOURS & CO PFD $4.50$75,7300.02%1,000CommonSOLE
12542R704CHS INC RED PFD SER3 CLB$75,0900.02%3,000CommonSOLE
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670100205NVONOVO-NORDISK AS ADR$74,7530.02%822CommonSOLE
641069406NSRGYNESTLE SA SP ADR$73,5610.02%650CommonSOLE
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22052L104CTVACORTEVA INC$70,1920.02%1,372CommonSOLE
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20449X401CMPGYCOMPASS GROUP$68,3750.02%2,808CommonSOLE
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26441C204DUKDUKE ENERGY CORP NEW$66,7250.02%756CommonSOLE
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N07059210ASMLASML HOLDING NV NY REGISTRY$65,9300.02%112CommonSOLE
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833034101SNASNAP ON INC$63,5100.02%249CommonSOLE
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464287200IVVISHARES CORE S&P 500 ETF$61,8380.02%144CommonSOLE
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79604U107SMSEYSAMSONITE INTERNATIONAL$42,4410.01%2,495CommonSOLE
464288760ITAISHARES TR US AER DEF ETF$42,3880.01%400CommonSOLE
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502117203LRLCYL'OREAL CO ADR$40,2700.01%486CommonSOLE
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244199105DEDEERE & CO$37,7380.01%100CommonSOLE
231021106CMICUMMINS INC$34,4970.01%151CommonSOLE
98850P109YUMCYUM CHINA HOLDINGS INC$33,8220.01%607CommonSOLE
97717Y527USFRWISDOMTREE TR FLOATNG RAT TREA$33,4630.01%665CommonSOLE
001317205AAGIYAIA GROUP LTD SP ADR$30,8140.01%954CommonSOLE
015271109AREALEXANDRIA REAL ESTATE$30,6310.01%306CommonSOLE
88156J105TRUMYTERUMO CORP ADR$30,2540.01%1,141CommonSOLE
87873R101TTNDYTECHTRONIC INDUSTRIES LTD SP ADR$30,0160.01%623CommonSOLE
88032Q109TCEHYTENCENT HOLDINGS LIMITED UNSP ADR$29,1570.01%754CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$26,9040.01%335CommonSOLE
87946F100TLPFYTELEPERFORMANCE UNSPONSORD ADR$23,6320.01%376CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER$21,9640.01%292CommonSOLE
30161N101EXCEXELON CORP$20,7850.01%550CommonSOLE
98161H101WRDLYWORLDLINE SA UNSPONSORD ADR$20,7280.01%1,488CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$20,7140.01%724CommonSOLE
918204108VFCVF CORP$20,7090.01%1,172CommonSOLE
00783V104ADYEYADYEN NV UNSPONSRED ADS$19,9730.01%2,699CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$19,9620.01%183CommonSOLE
857477103STTSTATE STR CORP$19,0170.01%284CommonSOLE
49456B101KMIKINDER MORGAN INC$16,7460.00%1,010CommonSOLE
500679105KSRYYKOSE CORP UNSPONSORD ADR$16,4710.00%1,132CommonSOLE
934423104WBDWARNER BROTHERS DISCOVERY INC SER A$14,2810.00%1,315CommonSOLE
26923N7692649699DETF OPPORTUNITIES TRUST LAFFER TEN EQ IN$14,1850.00%615CommonSOLE
636518102NATIONAL INSTRUMENTS CORP$13,4150.00%225CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND CLASS A$12,8990.00%42CommonSOLE
664925203PROFESIONALLY MANAGED PORTFOLIO HODGES RETAIL CL$12,5830.00%648CommonSOLE
19248A109UTFCOHEN & STEERS INFRASTRUCTURE$11,5330.00%589CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK$10,6820.00%157CommonSOLE
05379B107AVAAVISTA CORP$9,7110.00%300CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$9,0530.00%11CommonSOLE
277902623EIHSXEATON VANCE WORLDWIDE HEALTH SCIENCES I$8,2830.00%632CommonSOLE
674599162OXY/WSOCCIDENTAL PETROLEUM CORP WT EXP 080327$7,9580.00%184CommonSOLE
34959E109FTNTFORTINET INC$7,6870.00%131CommonSOLE
50050N103KTBKONTOOR BRANDS INC$7,2890.00%166CommonSOLE
52468E402SAPYXLEGG MASON PARTNERS EQUITY TRUST CLRBRG APPR CL$5,7620.00%198CommonSOLE
10922N103BHFBRIGHTHOUSE FINANCIAL INC$5,7260.00%117CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$5,4530.00%6CommonSOLE
001055102AFLAFLAC INC$4,9890.00%65CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC COMMON STOCK$4,3210.00%154CommonSOLE
00162Q452AMLPALPS ETF TR ALERIAN MLP$4,2200.00%100CommonSOLE
92532P207VCMIXVERSUS CAP MULTI-MANGR REAL ESTATE I$3,7800.00%143CommonSOLE
548661107LOWLOWES COS INC$3,7410.00%18CommonSOLE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD TR BULSHS 2025 CB$3,4590.00%172CommonSOLE
375558103GILDGILEAD SCIENCES INC$3,3720.00%45CommonSOLE
05550J101BJBJS WHSL CLUB HOLDINGS INC$3,2830.00%46CommonSOLE
35137L105FOXAFOX CORP CL A$2,9640.00%95CommonSOLE
50155Q100KDKYNDRYL HOLDINGS INC COMMON STOCK$2,8240.00%187CommonSOLE
31428X106FDXFEDEX CORP$2,6490.00%10CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$2,6400.00%13CommonSOLE
745867101PHMPULTE GROUP INC$2,5180.00%34CommonSOLE
189054109CLXCLOROX CO$2,4900.00%19CommonSOLE
537008104LFUSLITTELFUSE INC$2,2260.00%9CommonSOLE
311900104FASTFASTENAL CO$2,1860.00%40CommonSOLE
92556V106VTRSVIATRIS INC$2,1590.00%219CommonSOLE
929740108WABWABTEC$2,1250.00%20CommonSOLE
032095101APHAMPHENOL CORP CL A$2,0160.00%24CommonSOLE
09247X101BLKCHFBLACKROCK INC$1,9390.00%3CommonSOLE
60871R209TAPMOLSON COORS BREWING$1,8440.00%29CommonSOLE
35137L204FOXFOX CORP CL B$1,8190.00%63CommonSOLE
68622V106OGNORGANON & CO COMMON STOCK$1,7360.00%100CommonSOLE
74736K101QRVOQORVO INC$1,7180.00%18CommonSOLE
29082K105EMBCEMBECTA CORP COMMON STOCK$1,4900.00%99CommonSOLE
758849103REGREGENCY CENTERS CORP$1,4860.00%25CommonSOLE
00214Q104ARKKARK INNOVATION ETF$1,3090.00%33CommonSOLE
163851108CCCHEMOURS CO COM$1,1220.00%40CommonSOLE
921909818VTIAXVANGUARD STAR FUNDS TL INT STOCK INDEX$8820.00%31CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TR BTC SHS$1920.00%10CommonSOLE
82669G104SBNYSIGNATURE BANK NEW YORK NY$180.00%749CommonSOLE
03463K406ANGIXANGEL OAK FUNDS TR MULTI STR INST$170.00%2CommonSOLE
SPY23XP28SPDR S&P 500 ETF TR PUT OPTION 04/23 280.0 PUT$0170PUTSOLE
SPY23XP24SPDR S&P 500 ETF TR PUT OPTION 04/23 245.0 PUT$0170PUTSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.